Title:  Client Administrator, Dynamic Funds (12-Month Contract)

Requisition ID: 275821

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose:

As a Client Administrator you will have the opportunity to provide excellent service to clients by researching and resolving trade requests & you will report directly to the Assistant Manager, Client Administration.

Is this role right for you? In this role you will:

•    Maintain a high level of service to our clients by ensuring that we process the client’s needs accurately and efficiently
•    Investigate and track system issues and develop workarounds/solutions
•    Work with the team to provide proactive solutions to problems and potential issues
•    Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement
•    Sort, scan, index incoming mail
•    Work with Assistant Manager to ensure all team members are fully cross trained
•    Work with Assistant Manager to define and enhance procedures
•    Participate in special projects/assignments; perform other duties as required.
•    Be responsible for the quality control of team tasks 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

•    Post secondary education
•    Experience in customer service or Backoffice environment is an asset
•    Knowledge of industry databases (i.e. iFast, AWD) is an asset
•    Strong problem-solving skills
•    Strong attention to detail
•    Effective verbal & written communication skills
•    The ability to multi-task and prioritize & organize incoming work
•    Excellent time management skills
•    An ability to work in a fast-paced, constantly changing environment 
•    The ability to meet and maintain specified minimum productivity and quality standards

Interested?

 
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

 
Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s):  Canada : Ontario : Toronto

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.